HYG Ishares Iboxx $ High Yield Corporate Bond Etf
- 77.980
- -0.060-0.08%
Bank of America: Everyone believes in a rate cut and a trade with Trump, so it's time to "buy rumors, sell news".
Bank of America's Chief Strategist Michael Hartnett believes that market risk appetite is rotating, rather than receding, and expects funds to flow from the US dollar to gold, from large-cap stocks to small-cap stocks, and the market will shift from momentum trading to volatility trading.
What to Expect in the Week Ahead (Google and Tesla Earnings; GDP and PCE Data)
This week, investors should keep an eye on earnings reports from several key players, including Google and Tesla. Key economic data to watch for will include the release of the first estimate of second-quarter gross domestic product and the Federal Reserve's preferred inflation measure for June.
Won't Get Fooled Again - Fed Wants Inflation to Cool Further Before Cutting Interest Rates
A cautious Fed has been burned before The U.S. economy has downshifted. The jobs market has cooled. And inflation is slowing again. So what's the Federal Reserve waiting for?
NASDAQ is experiencing a major correction, where can you hide? The Dow Jones, gold, and US bonds are all falling, but bitcoin remains 'strong'.
Market style has changed due to factors such as improved prospects for Trump's campaign and increased expectations for interest rate cuts.
Latest data! The two largest "creditors" of China and Japan are massively selling off US debt, while the United Kingdom is increasing its shareholding by $13.1 billion.
China's debt holdings in May approached the lowest point since 2009.
Fed Rate Cuts Aren't Imminent as Labor Market Data Comes With Caveats - Vanguard
Underlying Details of 20-Year U.S. Treasury Bond Auction Were Strong
0605 GMT - Demand for the U.S. Treasury's $13 billion auction of 20-year bonds on Wednesday slowed from the previous auction, which had particularly strong statistics, but the underlying details
Rate Cut Bets vs. Trump Trades: Key Assets to Watch in the Hottest Trades Now
"Rate cut trades" and "Trump trades" have emerged as the most popular trading themes currently. Investors are closely monitoring which assets will be the first to benefit under these two trading themes and what opportunities are arising.
IG Corporates Would Yield More Than HY Debt If Rates Move Lower - DataTrek
Yield Curve: US30Y Jumps Above the US2Y for the First Time Since Late January
Greater Prospects of Trump Winning Election Could Push Up U.S. Treasury Yields -- Market Talk
A potentially higher possibility of Donald Trump winning the November presidential elections following an assasination attempt against him over the weekend could drive up U.S. Treasury yields, especially long-dated yields, UniCredit Research analysts say in a note.
It's Time for the Fed to End the Waiting Game
Why wait until September? That is the question hanging over markets after Thursday's surprisingly weak inflation reading. There doesn't seem to be much reason for the Federal Reserve
Will Rate Cut Expectations Trigger a Shift from Large to Small Caps?
As June's Consumer Price Index (CPI) indicates a slight deceleration in inflation, rising to 3% from the previous year, investors are recalibrating their portfolios, pivoting away from the large-cap technology and that have propelled market indexes to record peaks.
Fed's First Rate Cut Will Most Likely Come in September - SA Sentiment Survey
U.S. Treasury Investors Look to Be in Bond-Positive Mood -- Market Talk
Investors on the primary market for U.S. government bonds seem to be leaning toward the bond-positive view, Elmar Voelker, senior fixed income analyst at LBBW, says in a note. Admittedly, the post-CPI 30-year bond auction on Thursday was somewhat slow, while the most recent auction of 10-year Treasurys didn't meet quite as much demand as its predecessor in June, even though the bid-to-cover ratio was above the long-term average, he says.
The Nasdaq fell nearly 2%, with the largest selling volume of the 'Seven Sisters' in a year and a half, while small caps and Chinese concept stocks surged, and US bonds rose sharply.
Comprehensive cooling of US inflation, September rate cut betting pushing US stocks rotation, S&P and Nasdaq ended seven-day consecutive gains and moved away from their highs, Tesla plummeted 8.4%, the worst in nearly half a year and stopped 11-day consecutive gains, Nvidia fell 5.6%, and the chip index fell 3.5%. The Russell 2000 small-cap stocks rose 3.6%, the best since November last year and the highest in two and a half years, and the worst-performing real estate sector this year had the largest increase in the year. US bond yields fell sharply across the board, with the US dollar falling the deepest in two months. The yen rose by 2.6% at one point, the biggest gain since the end of 2022, and anonymous officials confirmed that the government intervened to rescue the currency.
Falling Rates Open an Opportunity in Fixed Income
By Xavier Baraton and Willem Sels About the authors: Xavier Baraton is global chief investment officer, HSBC Asset Management. Willem Sels is global chief investment officer, HSBC Global Private
US Treasury Yields Plummet as Inflation Surprises, Fed Dovish Bets Grow
US Treasury bond yields tanked on Thursday after the US Bureau of Labor Statistics (BLS) revealed a surprise fall in inflation before Wall Street opened.
Even with a significant drop in inflation in the United States, it was not enough to save the dismal sale of ultra-long-term US Treasury auctions. The 30-year government bonds performed poorly.
There was a significant tail yield difference in this auction, with both bidding multiples and overseas demand being weak. Analysts say that this was a very bad auction, on a day when the U.S. CPI dropped sharply and the yield curve plummeted, auction results pushed the 10-year U.S. Treasury yield up 2 basis points from its intra-day low, hovering slightly above the 4.18% level.
US2Y and US10Y Drop to the Lowest Levels Since March as Inflation Data Cools